Original filing (PDF)20251009110636NAL0006491361001

DR. LISA SHIVES MD PC

Name: DR. LISA SHIVES MD PC — DR. LISA SHIVES MD PC 401(K) PLAN, Form 5500 (2024)
Creator: DR. LISA SHIVES MD PC

Form 5500-SF

FILING_RECEIVED

DR. LISA SHIVES MD PC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$601K

Net assets (EOY)

$601K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DR. LISA SHIVES MD PC.

Plan sponsor

Name

DR. LISA SHIVES MD PC

EIN

81-2411280

Address

1853 LYNDON RD · SAN DIEGO, CA · 92103

Phone

(619) 944-7532

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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